Start with the problem.Solve it end to end.
Budgets, month-end, stock, collections, fundraising and customers. Every use case runs on the same platform and the same data, with an AI that knows your business and can take action.
Find your starting point.
Six common challenges, one connected platform.
Annual budget & plan vs. actual
Build the annual budget once, then track it against actuals all year.
The challenge
Budgets are built in spreadsheets, approved, and then forgotten. Comparing plan to actual means exporting data every month, and by the time variances surface it is too late to act.
How Simplogic solves it
Simplogic builds the budget in P&L, balance sheet and cash flow terms and compares it continuously with actuals from the books. The AI flags drift from plan and explains the variances.
Key capabilities
- Annual budgets, rolling forecasts and scenarios
- Plan vs. actual by department, project and entity
- Budgeting in P&L, balance sheet and cash flow terms
- Automated alerts when performance drifts from plan
- Variance explanations from the AI, in plain language
What changes
- The budget becomes a working management tool
- Earlier, better-informed course corrections
- Managers accountable for their own budgets
- One version of the truth
Monthly close & management reports
Close the month faster and deliver reports management actually reads.
The challenge
Closing the month means chasing documents, reconciling banks by hand and rebuilding the same reports in Excel, so management sees the numbers weeks late.
How Simplogic solves it
With bookkeeping, documents and bank reconciliation on one platform, the books stay current. Financial statements and management reports are generated straight from the ledger, with drill-down to every source transaction.
Key capabilities
- Double-entry general ledger and period close
- Bank feeds and automatic reconciliation
- P&L, balance sheet and cash flow statements
- Management reports and KPI dashboards
- Drill-down from any figure to the source document
What changes
- A shorter, more predictable close
- Consistent, professional reporting
- Audit-ready books all year round
- More time for analysis
Inventory & procurement control
Know what's in stock, what's on order and what it costs.
The challenge
Stock is tracked in a separate system or a spreadsheet, purchase orders are approved by email, and supplier invoices don't always match what arrived. Finance sees the impact only at month-end.
How Simplogic solves it
Inventory and procurement run inside Simplogic and post directly to the books, so every purchase, goods receipt and stock movement is reflected in your actuals and measured against the plan.
Key capabilities
- Items, warehouses, stock movements and valuation
- Purchase requests and purchase orders
- Goods receipts and 3-way matching
- Reorder alerts and live stock levels
- Purchasing measured against the budget
What changes
- Fewer shortages and less dead stock
- Controlled, traceable purchasing
- Accurate cost of goods
- Operations aligned with the plan
Collections & cash flow
Get paid on time and see your cash position ahead of time.
The challenge
Receivables are tracked in spreadsheets, reminders depend on someone remembering, and the cash flow forecast is a separate file that is rarely up to date.
How Simplogic solves it
Simplogic issues the documents, tracks every customer balance and sends payment reminders automatically. Collections feed the cash flow forecast, so you see the impact on cash right away.
Key capabilities
- Tax invoices, receipts and credit notes
- Customer balances and aging reports
- Automated payment reminders
- DSO tracking and collection forecasts
- Cash flow forecast connected to plan and actuals
What changes
- Faster collections
- Fewer cash surprises
- A clear view of who owes what
- Better-informed cash decisions
Business plan & fundraising
Build a business plan investors and banks can trust.
The challenge
Business plans are built from scratch in spreadsheets, disconnected from actual performance, and hard to update whenever assumptions change.
How Simplogic solves it
Simplogic models the business on top of real actuals: organizational and headcount planning, revenue and costs, with instant impact on the projected P&L, balance sheet and cash flow, and scenarios you can compare side by side.
Key capabilities
- Multi-year business plans and financial models
- Organizational and headcount planning
- Scenarios and what-if analysis with the AI
- Projected P&L, balance sheet and cash flow
- Professional, investor-ready reports
What changes
- A plan grounded in real numbers
- Faster answers to investor questions
- Confident hiring and investment decisions
- Plan and actuals in one place after the round
Conversational CRM
Manage customers and deals simply by talking to the system, in Hebrew or English.
The challenge
A CRM is only as good as its data, and salespeople rarely have time to fill in fields and forms. The pipeline ends up disconnected from finance.
How Simplogic solves it
In Simplogic you update the CRM in free conversation: create leads, move deals, log meetings and set follow-ups. The AI turns it into structured data, connected to quotes, invoices and the revenue plan.
Key capabilities
- Create leads and update deals by chat
- Log meetings and set follow-ups in plain language
- Quotes and tax invoices straight from the deal
- Customer 360°: deals, documents and balances
- Pipeline connected to the revenue plan
What changes
- A CRM that stays up to date
- More time selling, less time typing
- Sales and finance on the same data
- More reliable revenue forecasts